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AmeriFlex Group’s Williams-Sonoma WSM Stock Holding History

AmeriFlex Group’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.3K Buy
364
+49
+16% +$9.78K 0.03% 370
2025
Q4 		$56.3K Buy
315
+13
+4% +$2.44K 0.03% 396
2025
Q3 		$59K Buy
302
+276
+1,062% +$52.8K 0.02% 439
2025
Q2 		$4.21K Hold
26
– – ﹤0.01% 858
2025
Q1 		$4.11K Hold
26
– – ﹤0.01% 1031
2024
Q4 		$5.5K Buy
+26
New +$4.13K ﹤0.01% 895

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AmeriFlex Group's WSM Position: Q1 2026 in Review

AmeriFlex Group increased its Williams-Sonoma (WSM) stake by 16% in Q1 2026, buying an estimated $9.78K and bringing the position to 364 shares worth $66.3K. The position accounts for 0.03% of the portfolio, ranked #370.

AmeriFlex Group first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • AmeriFlex Group held 364 shares of Williams-Sonoma worth $66.3K as of Q1 2026.
  • AmeriFlex Group bought 49 Williams-Sonoma shares in Q1 2026, an estimated $9.78K.
  • Williams-Sonoma made up 0.03% of AmeriFlex Group's portfolio in Q1 2026, its #370 holding.
  • AmeriFlex Group first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.